There are two more telco-equipment suppliers that make natural acquisition targets, Cramer said Tuesday, much as Starent Networks did for Cisco Systems. But for whom?
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It could be for Juniper Networks , a company that missed the rise of the mobile Internet and now is playing catch-up with Cisco . The Starent deal especially has put Juniper in a position where it has to make a similarly advantageous acquisition to get back in the game.
That’s why Cramer said that both Tekelec and Ciena could be the next takeover targets to get snatched up. They have “some of the best assets out there for the mobile Internet,” he said, Tekelec with its text-messaging technology and Ciena with its bandwidth solutions and video and data services. Possibly even more important is the Street’s total disregard for both stocks. That makes them cheap, valuable and ripe for a buyout.
“I say get in while the getting’s still good,” Cramer said.
Cramer’s charitable trust owns Cisco Systems.
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